Responsibilities:
Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk. -Encouraging clients to invest in the future.
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Requirements:
Strong verbal and written communication skills.
A professional appearance.
On-going training in the latest products and benefits.
Attendance at product launches and seminars.
Compliance according to state regulations and policies.
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